Munger: "Google has a huge new moat. In fact I've probably never seen such a wide moat."

Buffett: "I don't know how to take [the moat] away from them."

Munger: "Their moat is filled with sharks!"

I contemplated buying in when it was closer to its 52-week lows but held out for even better prices. Probably an "oops" on my part, so I'll keep it on my watchlist.

The consultancies are riding high as well. You see IBM and Infosys on this list. And Accenture would have made it, too, if I'd extended the list a little. I'm a longtime fan of Accenture (and also a former employee), while Bill Miller is bullish on IBM.

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